The Wealth Management Associate serves as the first point of contact for clients on account servicing, financial plans, and investment portfolios
Job Summary
The Wealth Management Associate serves as the first point of contact for clients on account servicing, financial plans, and investment portfolios.
This role requires cultivating longstanding relationships by combining relationship management with marketing skills and product knowledge under the direction of Financial Advisors.
Morgan Stanley offers comprehensive employee benefits, perks, and ample opportunity for internal career movement for those who show passion and grit.
Matching Summary
The Wealth Management Associate serves as the first point of contact for clients on account servicing, financial plans, and investment portfolios.
Salary
Base: $68,000-$120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included
Skills & Requirements
Must-have
5+ years relevant work experience
Active Series 7 and 66 licenses
Strong written and verbal communication skills
Nice-to-have
Enjoys working with people and problem solving
Demonstrates leadership skills
Ability to work in a fast-paced environment
Key Requirements
Four-year college degree or professional certification preferred
Active SIE, Series 7, and 66 (or 63 and 65) licenses required